Shape investment strategies as a Financial Planner in Kingston, using financial planning expertise and client relationship skills. This mobile role includes frequent travel.
Scotia Financial
Planning, within Scotiabank's Global Asset Management Division, seeks a Financial Planner for the mass affluent market. You will provide investment and financial planning advice while developing client relationships and growing a practice. The work follows a comprehensive financial planning framework and Global Sales Principles.
Provide client-centric investment solutions through financial planning Conduct needs analyses across financial and competitor statements Develop networks through community events and skilled associations Deliver financial seminars and manage independent marketing activities Three years of financial planning and investment sales experience Personal Financial Planning or Certified Financial Planner designation Networking, client acquisition, interpersonal, and Centre of Influence skills Use investment sales, networking, and financial planning expertise to build lasting client relationships across Kingston's mass affluent market.